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14.51 How to Attach a Document to a Project

Apr/4/2007


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Attaching a Document to a Project is done from the Documents section within the given Project you would like to attach a Document to.

From within Projects click on the Documents icon.  

The main Documents page for that project will open for you to specify if the Document will be scanned, created, linked or imported.  Simply choose if the Document is going to be Scanned or attached in another form.

Clicking on either the New Scanned Document icon  will open the wizard to scan in a New Document or clicking the New Document icon  will enable you to scan or attach the Document to a Project.

An example of the New Documents screen is shown below.

 

Choosing from the highlighted functions will allow you to create, import, link to a File or link to an existing Document within Tradepoint. Simply make your choice, follow the screens when prompted and Save your changes when you are done.


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